Executive Assistant to the Head of Fund Sales

About CAIS CAIS is the leading alternative investment platform for independent financial advisors. The CAIS platform powers the pre-trade, trade, and post-trade lifecycle of alternative investments providing financial advisors and alternative asset managers with a single operating system for scale and efficiency. CAIS serves over 2,500 wealth management firms that support more than 65,000 financial advisors who oversee approximately $8.5 trillion in end-client assets. Founded in 2009, CAIS is headquartered in New York City with offices in London; Austin, Texas; and Red Bank, New Jersey. CAIS continues to be recognized for its innovation and leadership including awards for Alternative Investment Firm of the Year by Wealth Solutions Report, WealthTech100 List by Fintech Global, Great Places to Work by Fortune, Best RIA Platform by SPi, Best Alternative Investments Solution by Finovate, and many others. For more information about CAIS, please visit www.caisgroup.com. Securities offered through CAIS Capital LLC, member FINRA, SIPC. https://www.caisgroup.com/legal/social-media-disclaimer

CAIS

Your One Alts Platform

Alternatives InvestmentsCapital MarketsStructured SolutionsFinancial TechnologyOutsourced Service Providerand Wealth Management Focus

C

caisgroup.com

201-500 employees

Financial Services

New York, New York

2009

Privately Held

27k LinkedIn followers

Raised $916M

• Own and strategically manage a complex calendar across internal leadership meetings, asset-manager partner meetings, advisor and wealth-firm engagements, conferences, and travel.
• Prioritize and protect the Head of Fund Sales' time; identify conflicts, preparation gaps, and opportunities to consolidate meetings or improve the operating cadence.
• Coordinate meeting preparation, including agendas, attendee details, briefing materials, and clear next steps.
• Draft or coordinate correspondence and follow-up on behalf of the Head of Fund Sales, using excellent judgment and a polished, relationship-focused tone.
• Manage expenses, approvals, and administrative workflows accurately and promptly.
• Handle sensitive information with discretion and serve as a professional gatekeeper and point of contact for internal and external stakeholders.
• Partner with Fund Sales leadership and cross-functional teams to support the team's operating rhythm, including leadership meetings, planning sessions, offsites, and regular business reviews.
• Track priority follow-ups, commitments, and action items; help ensure decisions and deliverables move forward on schedule.
• Coordinate high-priority client, advisor, wealth-firm, and asset-manager meetings, including attendee logistics, briefing materials, and post-meeting follow-up.
• Work as the liaison between fund sales team and other parts of the organization to coordinate client-facing meetings when needed
• Manage end-to-end domestic travel and logistics, including air, hotel, ground transportation, itineraries, meeting locations, and real-time adjustments.
• Coordinate logistics for CAIS-hosted events, industry conferences, team offsites, and select client or partner engagements involving the Head of Fund Sales.
• Bring structure to a fast-moving sales environment through strong organization, thoughtful process, and consistent follow-through.
• Maintain orderly records, shared materials, and administrative processes so priorities and relevant context are easily accessible.
• Identify ways to improve workflows and reduce administrative friction across the Fund Sales organization.
• Provide coverage for other Executive Office needs, as appropriate.
• The Head of Fund Sales is consistently prepared, focused on the highest-value priorities, and able to move efficiently between internal and external commitments.
• Key sales relationships, meetings, and follow-ups are coordinated with polish and without administrative friction.
• CAIS’ compensation package includes a market competitive salary, a performance bonus, and exceptional benefits. If you are located in New York, New York, the base salary range for this role is $X - $X. Actual compensation is influenced by a wide array of factors including but not limited to skill set, level of experience, and specific office location.
• CAIS offers a comprehensive benefits package that includes generously subsidized healthcare with 100% employer paid dental and vision insurance, an employer matched retirement plan, wellness programs, and generous PTO and parental leave. Additionally, CAIS offers a flexible, hybrid in-office model; for most roles, we do require a minimum of 3 days in office per week. For more information on our benefits and career opportunities, please visit our website: https://www.caisgroup.com/our-company/careers.

• Bachelor's degree preferred.
• 3+ years of experience supporting a senior executive, commercial leader, or high-performing team in a fast-paced environment; financial services, asset management, wealth management, fintech, or a related industry is strongly preferred.
• Demonstrated experience managing complex calendars, travel, expenses, events, and executive-level correspondence.
• Exceptional organizational and prioritization skills, with a demonstrated ability to manage multiple competing priorities without losing attention to detail.
• Strong written and verbal communication skills and the confidence to interact professionally with senior executives, clients, advisors, and asset-manager partners.
• High degree of discretion, emotional intelligence, sound judgment, and professionalism.
• Proactive, resourceful, and solutions-oriented; able to anticipate needs and work independently while staying closely aligned with stakeholders.
• Advanced proficiency in Microsoft Office, including Outlook, Excel, PowerPoint, and Teams; familiarity with Salesforce or other CRM systems is preferred.
• Availability to work from CAIS's New York City office approximately four days per week, with flexibility around travel, events, and occasional needs outside standard business hours.

• Healthcare
• Dental insurance
• Vision insurance
• Retirement plan
• Wellness programs
• Paid time off
• Parental leave